Mid Atlantic Financial Management’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $4.34M | Sell |
19,822
-169
| -0.8% | -$37K | 0.29% | 74 |
|
|
2021
Q2 | $4.59M | Buy |
19,991
+4,421
| +28% | +$1.01M | 0.31% | 67 |
|
|
2021
Q1 | $3.44M | Buy |
15,570
+569
| +4% | +$126K | 0.25% | 92 |
|
|
2020
Q4 | $2.94M | Buy |
15,001
+2,145
| +17% | +$421K | 0.23% | 99 |
|
|
2020
Q3 | $2.18M | Sell |
12,856
-615
| -5% | -$104K | 0.19% | 118 |
|
|
2020
Q2 | $1.93M | Buy |
13,471
+1,087
| +9% | +$156K | 0.19% | 113 |
|
|
2020
Q1 | $1.42M | Sell |
12,384
-31
| -0.2% | -$3.55K | 0.16% | 118 |
|
|
2019
Q4 | $2.06M | Sell |
12,415
-151
| -1% | -$25K | 0.19% | 113 |
|
|
2019
Q3 | $1.9M | Sell |
12,566
-2,700
| -18% | -$409K | 0.2% | 101 |
|
|
2019
Q2 | $2.37M | Buy |
15,266
+3,295
| +28% | +$512K | 0.25% | 83 |
|
|
2019
Q1 | $1.83M | Sell |
11,971
-870
| -7% | -$133K | 0.2% | 102 |
|
|
2018
Q4 | $1.72M | Buy |
+12,841
| New | +$1.72M | 0.21% | 108 |
|